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How To Filter the Tool-Tip View Without Filtering Underlying Data

Дата публикации: Apr 25, 2025
Задача
If the Viz in Tooltip is calculated based on a table calculation, the Viz shown in tooltip will be different from what's shown in the real worksheet.
Table calculation data field can not be used as a tooltip filter at this moment. 
Действия
Follow along to review the below solutions in the sample packaged workbook found in the Attachments section of this article.

Create the Bar graph to filter tooltip view
  1. Add [Order Date] to Columns, select Year(Order Date)
  2. Add [Category] to Columns
  3. Add [Sales] to Rows
Create the tooltip view Year on Year
  1. Add [Order Date] to Columns, select Year(Order Date)
  2. Add [Category], [Sub-Category] to Rows
  3. Add [Sales] to Text
  4. Right click [Sales], select Add Table Calculation
  • Calculation Type: Percent From
  • Compute Using: Table (across)
Create a table calculation filter to filter tooltip view Year on Year
  1. Create calculation field Year_Order Date 
    DATEPART('year', [Order Date])
  2. Create Parameter Parameter YearUser-added image
  3. Create calculation field T_Filter_Year 
    lookup(attr([Year_Order Date]),0)=[Parameter Year]
  4. Go to Sheet Year on Year
  5. Add T_Filter_Year to the Filters card, select True
Add worksheet Year on Year as the tooltip view of Bar graph
  1. Go to worksheet Bar graph
  2. Select Tooltip, select Insert > Sheets > Year on Year
  3. Delete <All Fields> from filter=""User-added image
Combine the above 2 views in dashboard
  1. Create a new dashboard
  2. Add worksheet Bar graph to the dashboard
  3. Select Dashboard > Actions > Add Action > Change Parameter
  • Target Parameter: Parameter Year
  • Run action on: Hover
  • Field Year(Order Date)
  • Aggregation: NoneUser-added image
 
Дополнительные ресурсы
Create Views in Tooltips (Viz in Tooltip)
 
Номер статьи базы знаний

001470545

Вложения

tooltip_filter.twbx

1224 KB

 
Загрузка
Salesforce Help | Article